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                                                                                      • Most Discussed Topics

                                                                                      • Zoho CRM Plug-in for Microsoft Outlook EOL - What has actually been done?

                                                                                        This is obviously in response to them locking the Zoho CRM Plug-in for Microsoft Outlook EOL on December 31st 2021 thread this morning.  So, Zoho Support, what has actually been done/developed for your customers that are using on-prem Exchange Server?
                                                                                      • Ghost leads

                                                                                        Hello. Some times I have leads come into my lead approval that look like complete leads but these leads are different because the person in the lead never filled out the form to the point that they sent me a form submission.  Where does this information
                                                                                      • Need Smarter Way to Send Repeat (Yet Changing) Content in Emails

                                                                                        Hopefully, someone here has a solution or is dealing with the same thing - Zoho support doesn't seem to understand what I'm trying to accomplish. I'm trying to find an easy way to update a section of all CRM templates at once or use another Zoho tool
                                                                                      • A $15,000 Problem: Emojis.

                                                                                        So to some, this is not very major, to me, it's absolutely critical to my business and I am ending up paying $15,000+ per year for this. Emojis. I need to be able to use all Apple Emoji within the CRM Text fields. My business is an advertising agency
                                                                                      • API Meeting Invite Email with CC and BCC

                                                                                        Looking at the CRM API 'Send Email' docs (https://www.zoho.com/crm/developer/docs/api/v3/send-mail.html), it appears that using API we can include a cc/bcc field. However, for the meeting invite that is sent out to a contact when creating an API meeting
                                                                                      • Sticky Posts

                                                                                      • Zoho CRM - Upcoming Features ...

                                                                                        Hi, We would like to inform you about the Zoho CRM features that we are taking up in the near future.  Please go through this link. As a policy we will not commit any dates for any mentioned features. However we will try to roll out  the listed features one by one in the period of 6 months time. We will keep you posted just in case we change our priorities with respect to any features.  Thank you, With Best Regards, Dilip, Zoho CRM
                                                                                      • Track and monitor sales activities with the all new Tasks, Calls, and Meetings modules

                                                                                        This change will be available soon to all organizations. Hello everyone! Sales activities provide more context for where each deal is headed, helping sales reps to focus on accelerating the customer journey and close the deal. That is why it is critical
                                                                                      • [Early Access - Updated to LIVE] Introducing the Canvas Design Studio.

                                                                                        Greetings Customers!   Before we kick back and enjoy the holidays, we'd like to make a post about our next big thing. In January 2021, Zoho CRM will be launching its magnum opus for delivering world-class user experience - here's a sneak peek of what's
                                                                                      • Introducing Multiple Sandbox Types and Support for Module's Data Population

                                                                                        Register here for the upcoming Focus Group webinar on Multiple Sandbox | Help documentation to learn more about the new enhancements Hello everyone,  Sandbox in CRM is a testing environment for users to create and test new configurations like workflow
                                                                                      • Include Finance Suite modules to Segment your records

                                                                                        Dear All, Greetings! We have a quick update on Segmentation in Zoho CRM. Let's go! As you might know, Segmentation is a process of categorizing your customer records based on common patterns and behaviors. And, RFM is one such way to categorize customers